VTEB Vanguard Tax-Exempt Bond Index ETF

Ownership history in FOSTER & MOTLEY INC  ·  40 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Vanguard Tax-Exempt Bond Index ETF (VTEB) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.91% in 2025 Q1. The latest visible filing shows VTEB at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Vanguard Tax-Exempt Bond Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTEB was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER & MOTLEY INC held VTEB — position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 312,165 +7,091 +2.3% 0.84% $15.7M 2026-02-14 (Est.) $50.55
2025 Q3 ADDED 305,074 +17,495 +6.1% 0.82% $15.3M 2025-10-23 $49.69
2025 Q2 REDUCED 287,579 -4,520 -1.5% 0.81% $14.1M 2025-07-29 $47.46
2025 Q1 ADDED 292,099 +26,683 +10.1% 0.91% $14.5M 2025-05-08 $47.41
2024 Q4 ADDED 265,416 +22,854 +9.4% 0.87% $13.3M 2025-01-23 $47.88
2024 Q3 ADDED 242,562 +4,654 +2.0% 0.79% $12.4M 2024-10-30 $47.89
2024 Q2 ADDED 237,908 +14,582 +6.5% 0.82% $11.9M 2024-08-02 $48.24
2024 Q1 ADDED 223,326 +29,878 +15.4% 0.78% $11.3M 2024-04-18 $46.77
2023 Q4 ADDED 193,448 +23,249 +13.7% 0.73% $9.9M 2024-02-01 $47.58
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FOSTER & MOTLEY INC and VTEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning VTEB?

FOSTER & MOTLEY INC reported VTEB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTEB position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for VTEB was 0.91% in 2025 Q1.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER & MOTLEY INC reported 312,165 shares, equal to 0.84% of portfolio, with an estimated market value of $15.7M.

What does the chart on this VTEB ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly VTEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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